Roman Butler Fullerton & Co’s NIO NIO Stock Holding History

Roman Butler Fullerton & Co’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-18,891	Closed	-$748K	–	184
2021 Q3	$748K	Buy	18,891 +13,981	+285%	+$574K	0.35%	81
2021 Q2	$261K	Buy	+4,910	New	+$197K	0.13%	163
2021 Q1	–	Sell	-4,910	Closed	-$239K	–	200
2020 Q4	$239K	Buy	+4,910	New	+$190K	0.14%	156

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Roman Butler Fullerton & Co's NIO Position: Q4 2021 in Review

Roman Butler Fullerton & Co sold out of NIO (NIO) in Q4 2021, closing a stake of 18,891 shares — an estimated $748K sold.

Roman Butler Fullerton & Co first reported a position in NIO in Q4 2020 and held it in 3 quarters. The position peaked at $748K in Q3 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Roman Butler Fullerton & Co reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Roman Butler Fullerton & Co sold 18,891 NIO shares in Q4 2021, an estimated $748K.
Roman Butler Fullerton & Co first reported a position in NIO in Q4 2020 and held it in 3 quarters.
Roman Butler Fullerton & Co's NIO position peaked at $748K in Q3 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2021, filed 24 Jan 2022.